Your Trusted Partner in Financial Growth Since 2004
The financial world today is complex, with countless platforms, products, and changing regulations. At Patel Investments, we aim to make a positive difference in your investment journey by simplifying complexity and focusing on what truly matters: your financial well-being.
With over 714 families and 1,860+ satisfied clients trusting us, our strength lies in a technology-driven, structured approach backed by integrity and personal service.
✅ Established in 2004 – 20+ years of experience
✅ NISM-Certified Mutual Fund & PMS Distributors
✅ IRDAI-Recognized Insurance Advisors
✅ Client-Centric Approach with long-term financial budgeting
✅ Professional, Personalized Service with uncompromising integrity
To help you make smart, goal-oriented financial decisions through a holistic approach, supported by our experienced, certified team. We guide you in arranging your finances to:
📊 Preserve capital
📈 Protect family
🔓 Achieve financial needs
To be the most trusted and respected partner for individuals and families, empowering them to achieve financial freedom and long-term prosperity through a personalized, ethical, and innovative investment approach.
PATEL INVESTMENTS Established In 2004 By JAGDISH KAKADIA With The Prime Objective Of Providing the Best Investment & Insurance Services To The Clients.
PATEL INVESTMENTS
212 - Planery Arcade,
Nr. Bombay Petrol Pump,
Gondal Road, Rajkot-360002
+91 98 255 85174
+91 93 777 85174
+91 95 869 86496
Copyright © Patel Investments. All rights reserved.
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments.
AMFI Registered Mutual Fund Distributor – ARN-39299 | Date of initial registration ARN – 08-Apr-2006 | Current validity of ARN – 28-Jan-2026
Grievance Officer- Jagdish L Kakadia | kanaiya_ent@yahoo.co.in
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